Property
The Property Investment Option is one of nine DIY Mix investment options available to AustralianSuper members.Please note: we are currently finalising our half yearly performance figures and crediting rates. Therefore, daily rates and financial year to date rates will not be updated until 12 January 2009.
Investment results for
Investment result
| Period |
Credit |
| Daily rate (30.12.08) |
-0.35% |
| FYTD (01.07.08 - 30.12.08) |
-2.68% |
| 6 months to 30.06.08 |
2.41% |
| 1 year to 30.06.08 |
10.20% |
| 3 year to 30.06.08 pa |
14.97% |
| 5 year to 30.06.08 pa |
13.40% |
| 10 year to 30.06.08 pa |
n/a |
| Since inception 01.12.07 pa |
2.41% |
FYTD history
The chart below is a daily account of AustralianSuper's financial-year-to-date (FYTD) performance.
The FYTD history tracks the daily movement of an investment option's performance within the given financial year.
You can use the calendar below to review our FYTD performance history by selecting a date-range within the same financial year.
Click here to download a spreadsheet of the selected FYTD rates. This spreadsheet contains a daily rate column.
Monthly rates history
Please select a date range within the same financial year.
Investment description
Investments in direct property in Australia and overseas, primarily through trusts not listed on stock exchanges.
Investment objective
To outperform (after fees) CPI + 3% pa over the medium term.
Investment management
To invest with a variety of Property managers, both local and international to produce strong and stable investment performance within a cost-effective structure.
| Investment period |
Longer term |
| Investment risk |
High |
| Investment management fee |
2008 60
|
*Please note: The historical return information provided is an estimate only of the rates that would have applied if the AustralianSuper Pension had previously been available. It is based on the assumptions outlined below.
- Returns quoted have been reduced only for the cost of investing (investment fees).
- Returns within AustralianSuper Pension are tax-free.
- Historical returns have therefore been calculated by taking the declared investment returns for each option within the Accumulation Division and adding back an estimate for the tax payable.
- The tax rate applicable to each investment option for the 2006/07 financial year has also been used when calculating estimated historical returns for previous years for each investment option.
The calculated investment returns were prepared by the AustralianSuper Investment Department. Past performance is not an indication of future returns. The AustralianSuper Pension is available from 1 January 2008. In calculating historical return information for AustralianSuper we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible.
Please note that the asset allocations displayed on this site are as at 30 June 2007. The Trustee of AustralianSuper may change its asset allocations at any time.